Alan B Lancz & Associates, Inc.
TOLEDO OH · SEC CIK 0001897835
$1.03亿2026Q1 申报市值
129持仓数
39.1%前十大占比 · 第一大 8.8%
8 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AMCR 新建仓+$37.18万
INMD 新建仓+$27.91万
CHDN 新建仓+$26.50万
BBY 新建仓+$23.11万
SON 新建仓+$22.18万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$94.03万
GOOG 减仓-$77.45万
GOOGL 减仓-$72.61万
BRK/B 减仓-$50.41万
PSMT 减仓-$36.12万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| MANU | MANCHESTER UTD PLC NEW | $27.76万 | 0.27% | 16,505 | -1,400 | -7.8% | -$2.35万 | 减仓 |
| EBAY | EBAY INC. | $27.76万 | 0.27% | 3,050 | -418 | -12.1% | -$3.80万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $27.60万 | 0.27% | 5,940 | -150 | -2.5% | -$6,969 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $27.43万 | 0.27% | 2,843 | -150 | -5.0% | -$1.45万 | 减仓 |
| WFC | WELLS FARGO & CO | $27.07万 | 0.26% | 3,400 | -400 | -10.5% | -$3.18万 | 减仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $26.81万 | 0.26% | 14,894 | -1,300 | -8.0% | -$2.34万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $26.80万 | 0.26% | 4,650 | -1,200 | -20.5% | -$6.92万 | 减仓 |
| CHDN | CHURCHILL DOWNS INC | $26.50万 | 0.26% | 2,950 | 2,950 | — | $26.50万 | 新建仓 |
| FHN | FIRST HORIZON CORPORATION | $26.17万 | 0.25% | 11,500 | -1,600 | -12.2% | -$3.64万 | 减仓 |
| — | HOLOGIC INC | $26.08万 | 0.25% | 3,450 | -850 | -19.8% | -$6.43万 | 减仓 |
| BNS | BANK NOVA SCOTIA B C | $25.64万 | 0.25% | 3,700 | -200 | -5.1% | -$1.39万 | 减仓 |
| SLB | SLB LIMITED | $25.07万 | 0.24% | 4,878 | -500 | -9.3% | -$2.57万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $24.85万 | 0.24% | 1,550 | 500 | 47.6% | $8.02万 | 重新持有 |
| L | LOEWS CORP | $24.60万 | 0.24% | 2,305 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $23.22万 | 0.23% | 3,200 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC | $23.11万 | 0.22% | 3,600 | 3,600 | — | $23.11万 | 新建仓 |
| XRAY | DENTSPLY SIRONA INC | $23.08万 | 0.22% | 19,900 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $22.98万 | 0.22% | 1,000 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $22.90万 | 0.22% | 616 | -47 | -7.1% | -$1.75万 | 减仓 |
| FISV | FISERV INC | $22.88万 | 0.22% | 4,100 | 700 | 20.6% | $3.91万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $22.72万 | 0.22% | 4,950 | 0 | 0.0% | — | 不变 |
| SON | SONOCO PRODS CO | $22.18万 | 0.22% | 4,100 | 4,100 | — | $22.18万 | 新建仓 |
| HP | HELMERICH & PAYNE INC | $21.98万 | 0.21% | 6,100 | -900 | -12.9% | -$3.24万 | 减仓 |
| TRP | TC ENERGY CORP | $21.91万 | 0.21% | 3,500 | 3,500 | — | $21.91万 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $21.77万 | 0.21% | 6,800 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $21.17万 | 0.21% | 700 | -150 | -17.6% | -$4.54万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $20.42万 | 0.20% | 3,142 | 3,142 | — | $20.42万 | 新建仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $20.32万 | 0.20% | 1,075 | 1,075 | — | $20.32万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $20.14万 | 0.20% | 1,281 | -229 | -15.2% | -$3.60万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -1,055 | -100.0% | -$34.83万 | 清仓 |
| DLTR | DOLLAR TREE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -1,600 | -100.0% | -$30.09万 | 清仓 |
| UNP | UNION PAC CORP | $0 | 0.00% | 0 | -1,056 | -100.0% | -$24.43万 | 清仓 |
| SNY | SANOFI SA | $0 | 0.00% | 0 | -5,000 | -100.0% | -$24.23万 | 清仓 |
| USB | US BANCORP DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $0 | 0.00% | 0 | -2,900 | -100.0% | -$22.11万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -1,960 | -100.0% | -$21.84万 | 清仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $0 | 0.00% | 0 | -16,400 | -100.0% | -$21.78万 | 清仓 |
| ANGO | ANGIODYNAMICS INC | $0 | 0.00% | 0 | -16,350 | -100.0% | -$20.99万 | 清仓 |
| MCO | MOODYS CORP | $0 | 0.00% | 0 | -400 | -100.0% | -$20.43万 | 清仓 |